Multi-strategy Diversification

Taking diversification to the next level

Financial advisers and their clients have learned firsthand that while diversification was once achievable during bear markets, in more recent crisis periods, it has failed them when they needed it most.

Multi-strategy diversification

While simple diversification among asset classes may provide some protection in “baby bear” markets (short, shallow downturns of less than 20%), it may not be enough to fend off “grizzly bear” markets (sustained, deep downturns of 20% or more) when traditional asset classes tend to go down together. That’s where multi-strategy diversification comes in.

Our investment strategies offer a three-dimensional approach to diversification that aims to increase the odds that more of your portfolio is correctly positioned to weather market storms:

  • Diversification by asset class (e.g., stock, bonds, alternatives).
  • Diversification by investment methodology (e.g., momentum, trend following).
  • Diversification by time line.
SOURCE: Flexible Plan Investments. These charts are used for illustrative purposes only and are not meant to represent actual accounts or strategies. 
PAST PERFORMANCE DOES NOT GUARANTEE FUTURE RESULTS. Please read Flexible Plan Investments' Brochure Form ADV Part 2A carefully before investing. 
INVESTORS CANNOT INVEST DIRECTLY IN AN INDEX. THESE RESULTS DO NOT REPRESENT ACTUAL TRADING OR CLIENT EXPERIENCE.